See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $122,656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,357 | $56,882-11.5% | $60,547-16.8% | $67,505-25.4% |
| Participation rate | 56.5% | 66.9%-10.5pp | 68.0%-11.5pp | 71.2%-14.7pp |
| Annual return | 1.69% | -0.06%+1.8pp | 335.64%-334.0pp | 6.52%-4.8pp |
| Employer contribution / active EE | $813 | $2,085-61.0% | $2,419-66.4% | $2,173-62.6% |
| Participant deferral / active EE | $2,175 | $3,091-29.6% | $3,328-34.6% | $3,597-39.5% |
| Admin fee / account holder | $25 | $65-61.7% | $4,536-99.5% | $56-55.7% |